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Creating an estate plan can help give you peace of mind and security for you and your loved ones. This webinar will cover estate planning as it applies to the following:

  • Working virtually
  • Organizing your affairs
  • Proposed estate tax changes in Washington
  • Capital-gains planning
  • Planning for the distribution of retirement assets
  • Avoiding probate

Whether you have an estate plan or would like to create one, you won’t want to miss this educational discussion with Michael T. Cyrs, JD, CFP®, MBA, senior director of wealth transfer, and Dominick J. Parillo, JD, CFP®, director of wealth transfer.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $10.1 billion in assets under management and assets under advisement (as of 3/31/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

©2021 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.